Estate planning and settlement at Bangor Savings
Name beneficiaries in branch, fund a trust in branch, and report a death at 1-877-226-4671
Bangor Savings offers 15 consumer accounts that interact with estate planning in distinct ways. Of those, 13 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
Beneficiary designations at Bangor Savings can be managed in branch, by phone, and by mail. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Bangor Savings has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 15 account types at Bangor Savings.
Preparing your estate →Death claim process
Report the death to Bangor Savings' Customer Support / Branch Services at 1-877-226-4671. The page lists the steps and the documents to send.
When someone dies →Reach Bangor Savings' Bangor Wealth Management at 1-800-585-6145 for help with any of these procedures. Email inquiries can be sent to wealth@bangor.com.
Because Bangor Savings serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Sources
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Data sourced from Bangor Savings primary sources (20 pages reviewed). How we research.
Bangor Savings customer support
Phone
Administration & Commercial Services
Phone Banking
Bangor Support from outside the U.S.
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Estate planning articles
Learn how to protect your Bangor Savings accounts and other assets with trusts, beneficiary designations, and estate planning documents.
Forms for Planning Your Estate
Free forms for planning your estate: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for your state and download the PDF.
Last Will and Testament
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Add, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.
HIPAA Release
Name who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
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